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There are many times when it would be useful for various employees to have full access to see the financial data but not be able to amend it. Many clients the MD is fully entitled to see the data but you would not want them to have the ability to ...
Guest over 5 years ago in IRIS KashFlow Connect / Settings 0 New

Import Customers - First Name & SUrname Fields

When you export customer details from KF, first name and surname fields are included. When you try to import the data back to KF, there are no field to allow this!
Guest over 5 years ago in IRIS KashFlow / Customers 0 New

Facility to Download all Product data from Kashflow, edit and update in Excel and then Upload to Kashflow.

Ideally, I would like the facility to download all my product data listed in sales codes, from Kashflow to Excel, edit and update in Excel, then upload back into Kashflow. This would save hours when product updates are necessary. Currently, I hav...
Neil McD over 5 years ago in IRIS KashFlow / Invoicing & Quotes 1 New

Ability to clear accounts where advance payments net off against each other

If you have posted cash on account, which nets to zero, unless you have an unpaid invoice on the account there is no way of clearing off the transactions. This is especially troublesome if the bank has been reconsiled and or VAT submitted. The...
Guest over 5 years ago in IRIS KashFlow / Payments 0 New

Mix and match payments methods for customers and invoices.

Hi, My default payment method displayed on the invoice is PayPal and many of my customers use this. I'd like to use GoCardLess Direct Debits on certain invoices, but if I activate GoCardLess I lose PayPal. I'd like to see the ability to pick and c...
Paul Craven over 5 years ago in IRIS KashFlow / Payments 0 New

The ability to search invoices and do reports using an internal 'job number' or 'order number'

Sometimes in our business we need to search how many invoices or value (£'s) we have raised for one 'job', many of our customers have multiple sites. I would like the ability to use an internal reference number to report per job.
Louise Saunders over 5 years ago in IRIS KashFlow / Invoicing & Quotes 0 New

Bank Import - system suggestions

Can you not have the system check for name matches as well as amounts. I have a client that has a lot of subbies with identical amounts invoiced and paid on the same day, the system just matches amounts and I have to go through and undo and re-mat...
Guest over 5 years ago in IRIS KashFlow Connect 0 New

Bank Import - create transactions

It would be useful to select a group of entries to create transactions for, eg, net wages, drawings etc. rather than having to repeat exactly the same for each one (especially setting the VAT code - see my other suggestion
Guest over 5 years ago in IRIS KashFlow Connect / Other 0 New

Bank imports - creating transactions - VAT default

It would be useful if a VAT default rate could be set for each nominal, it is a mind-numbingly boring faff having to change every payment for net wages, drawings, PAYE, VAT etc. to N/A
Guest over 5 years ago in IRIS KashFlow Connect / Settings 0 New

Custom reports

We need more flexibility to drill down into data easily and quickly from within the application. My accountant needs more flexibility in reporting within the nominal ledger but this isn’t possible. Whilst it’s possible to add an extra field to cus...
Guest over 5 years ago in IRIS KashFlow / Reports 0 New